http://kb.actforadvisors.com en-us http://kb.actforadvisors.com ActiveKB NX support@act4advisors.com Sun, 26 Apr 2026 16:10:28 EDT 20 http://kb.actforadvisors.com/questions.php?questionid=131 Remote Access Options for ACT! and Act4Advisors ACT! combined with the Act4Advisors add-on allows financial planners and investment advisors the fullest use of their ACT! software. Adviso ... Scott Abboud Wed, 28 Jan 2009 16:14:29 GMT http://kb.actforadvisors.com/questions.php?questionid=152 Most offices keep track of their client birthdays and run queries/ reports on a monthly basis. Some of you are wondering how to perform this task in Act4Advisors. It's EASY! Performing the Bi ... Scott Abboud Tue, 29 Sep 2009 16:13:34 GMT http://kb.actforadvisors.com/questions.php?questionid=12 Compatible with ACT! by Sage 2008 (10.03) and 2009 (11.01 with hotfix)Act4Advisors v3.5144 Update Files Overview: 4Advisors Version v3.5144 includes some functionality changes in how we handle ... Scott Abboud Wed, 02 Sep 2009 17:52:09 GMT http://kb.actforadvisors.com/questions.php?questionid=113 Compatible with ACT! by Sage 2008 (10.03) and 2009 (11.01 with Hotfix)Instructions: 1. Start by backing up your database. File > Backup > Database 2. After backing up, close ACT! 3. ... Scott Abboud Thu, 17 Dec 2009 18:28:36 GMT http://kb.actforadvisors.com/questions.php?questionid=121 Part 1. If you have recently installed ACT! by Sage on a new computer and after opening the shared database over the network the fields are missing, follow the instructions below. Act4Advisor ... Scott Abboud Thu, 24 Sep 2009 19:23:04 GMT http://kb.actforadvisors.com/questions.php?questionid=15 We have created labels and envelopes to pull information from the Preferred Mailing fields. Also have corrected reported problems with the Birthday and Anniversary reports. See attachment at the ... Scott Abboud Thu, 04 Feb 2010 21:52:11 GMT http://kb.actforadvisors.com/questions.php?questionid=185 Feature Tours Click the links to open these Sage ACT! and Sage ACT! Premium Solutions feature tours. ACT! Workspace Activities ... Scott Abboud Fri, 11 May 2012 18:58:55 GMT http://kb.actforadvisors.com/questions.php?questionid=186 This is a known issue in ACT! by Sage: http://community.act.com/sage/board/message?board.id=ACT&message.id=30032Our recommendation is to have the History or Notes tab open before doing a lookup or ... Scott Abboud Thu, 04 Feb 2010 21:50:06 GMT http://kb.actforadvisors.com/questions.php?questionid=183 You notice that the 4Advisors menu does not bring down a list of choices. It appears the 4Advisors menu is not working.To correct the menu, Go to your My Computer or Windows Explorer.Browse to C: ... Scott Abboud Tue, 23 Apr 2013 20:27:15 GMT http://kb.actforadvisors.com/questions.php?questionid=146 Answer: Yes. Act4Advisors is an ACT! database that we have customized. It was created using the ACT! by Sage software. ACT! by Sage for Financial Professionals (AFFP) is a different version o ... Scott Abboud Fri, 13 Feb 2009 18:37:54 GMT